Fund Description

The fund primarily invests in common stocks, emphasizing those with a history of dividend payments. Its equity investments are generally restricted to a select list of securities based on various criteria, including investment objectives, company quality, and dividend potential. While the focus is on mid to large-cap companies, there are no strict limitations on capitalization size. In selecting investments, greater emphasis is placed on potential capital appreciation and future dividends rather than current yield. The fund may allocate up to 15% of its assets outside the United States and employs a system of multiple portfolio managers to effectively manage its assets. The adviser seeks to identify attractively valued companies that offer strong long-term investment opportunities.